Chip companies levered to memory and storage have not only beat estimated earnings, but they also provided some of the largest forward revisions in years. One of the best stocks to play the memory shortage theme is Micron Technology Inc. (MU), suggests Lucas Downey, co-founder of MoneyFlows.
We’ve been all over this bottleneck since last year when we listed our top technology stocks for October 2025. It pays to be early. And with the storage and memory bottleneck set to last through 2030, we believe this trade will keep powering higher.
Incredibly, MU has jumped more than 133% year-to-date…and 706% over the past year. Post their latest Q2 earnings call, their Q3 revenue estimate came in at $33.5 billion +/- $750 million, which utterly destroyed analysts’ expectations of $24.29 billion.
Folks, as I’ve highlighted over the last year, Wall Street is way behind the ball on the memory shortage. One look at the earnings estimates by analysts in FY 2026 shows $57.10 per share. Take it out to next year and EPS surges to $95.65.
Keep it simple. When profit expectations keep getting revised higher and higher, the smartest players on Wall Street will push shares northbound to own a slice of the pie. Here’s where the MoneyFlows edge reveals itself.
We began noting a wall of money rushing into MU shares back as early as June when the stock traded at $106. Those institutional green signals didn’t stop. The stock recently traded at $666, revealing a 528% gain since first appearing on our radar.
Also note the Outlier Inflows which were non-stop as well. That indicates how MU was one of the highest rated names in all of our data.
Recommended Action: Buy MU.
